Industrials Investment Banking, Associate, NY, Global Advisory
Rothschild & CoAbout Us
Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Rothschild & Co Global Advisory
We provide impartial, expert advice to large and mid-sized corporations, private equity, families and entrepreneurs, and governments. We design and execute strategic M&A and financing solutions for our clients and act as a trusted partner, taking a long-term and independent view on the challenges they face. Our deep understanding of financial markets, the high volume of transactions we advise on, and our unrivaled network of industry and financing specialists in 40 countries, provide clients with a comprehensive perspective to achieve their strategic goals.
Rothschild & Co Industrials Group
Market-leading industrials franchise, consistently executing more transactions globally than any other investment bank, providing an integrated offering of strategic M&A, debt advisory & restructuring and equity market solutions to a broad range of clients. Our clients range from large cap global leaders and financial sponsors to emerging growth companies and business owners in industry verticals that include automotive & mobility, building products & distribution, business services, engineered capital goods, industrial technology and logistics. Operating as an integral part of our expansive global industrials franchise, our North American industrials team of 35 investment bankers possesses a team-oriented culture of talent development and advancement, dedication to excellence, and a growth mindset and has executed more than 25 deals valued at over $35bn over the last two and a half years alone.
Overview of Role
Rothschild & Co’s New York-based Industrials Group is looking for an experienced Associate to work closely with a team of professionals to deliver advisory services to a range of clients, both domestic and international. Our small execution team structure creates an exceptional development platform for our Associates who receive significant client responsibility, the opportunity to work intimately with senior team members and manage junior resources to collaborate and drive projects and processes.
Responsibilities
- Execute live deals in Industrials which may include sell/buy-side M&A, spin-offs, split-offs/carve-outs, LBOs, Debt Advisory and Equity Advisory processes
- Draft client pitches and marketing materials
- Overseeing and assisting financial modelling, valuation, comparable and relative value analyses and market-specific analysis, including three-statement integrated financial models and relevant valuation outputs/sensitivities
- Conduct extensive quantitative and qualitative economic, industry and company research and analysis
- Spearhead analyses on a broad range of corporate finance transactions related to the review of strategic alternatives, optimization of the capital structure, acquisitions, mergers and equity and debt capital markets events
- Lead transaction execution processes, from preparation of marketing materials, organization and completion of due diligence, preparation of internal committee memoranda and coordination of internal and external resources
- Coordinate and execute due diligence processes with external advisors, including lawyers, accountants, and consultants
- Managing Analysts and overseeing related work streams
- Actively participate in client meetings, industry conferences, and external training sessions
- Adhere to all compliance regulations and confidentiality policies
- Contribute to Rothschild’s unique firm culture, and recruiting, training and development efforts
Education and Qualifications
- Graduate of a top tier Business School or Analyst promote
- Demonstrated excellence in academic coursework
Experience, Skills and Competencies Required
- The ideal candidate will have 3+ years of professional work experience with a minimum of 1-2 years within a top tier corporate finance adviser/investment bank with prior M&A execution experience
- Exceptional analytical, quantitative and communication skills
- Strong level of creativity and intellectual curiosity
- Strong interpersonal skills and ability to express ideas with impact
- Ability to work in a demanding environment while multi-tasking on time-sensitive projects
- Ability to analyze financial statements and related data to assess historical financial performance and determine the future outlook for client companies and prospects
- Strong financial modeling skills required; ability to build detailed, fully integrated financial models and financial projections in order to analyze the impact of proposed transaction options on the capital structure and cash flows
- Well organized and detail oriented with proven ability to work within tight time frames
- Team player, capable of working on cross-border deal teams
Expected base salary rates for this role in our New York Office will be between $175,000 and $225,000 per year at the commencement of employment. However, salary offers are determined on an individualized basis and are based on a wide range of factors, including relevant skills, training, experience and education. Market and organizational factors are also considered. In addition to salary and our Rothschild & Co employee benefits package, successful candidates may be eligible to receive a discretionary bonus.
Rothschild & Co North America is an equal opportunity employer.
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